Geneos Wealth Management’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.5K | Sell |
1,930
-1,930
| -50% | -$42.5K | ﹤0.01% | 1660 |
|
|
2025
Q1 | $86.2K | Buy |
3,860
+1,770
| +85% | +$39.5K | ﹤0.01% | 1648 |
|
|
2024
Q4 | $45.6K | Hold |
2,090
| – | – | ﹤0.01% | 1351 |
|
|
2024
Q3 | $52.9K | Buy |
2,090
+760
| +57% | +$19.2K | ﹤0.01% | 1178 |
|
|
2024
Q2 | $34.7K | Buy |
1,330
+730
| +122% | +$19K | ﹤0.01% | 1194 |
|
|
2024
Q1 | $15K | Buy |
+600
| New | +$15K | ﹤0.01% | 1445 |
|
|
2022
Q3 | – | Sell |
-3,210
| Closed | -$60K | – | 2127 |
|
|
2022
Q2 | $60K | Sell |
3,210
-432
| -12% | -$8.08K | ﹤0.01% | 1200 |
|
|
2022
Q1 | $86K | Sell |
3,642
-375
| -9% | -$8.86K | ﹤0.01% | 1140 |
|
|
2021
Q4 | $101K | Sell |
4,017
-900
| -18% | -$22.6K | ﹤0.01% | 1165 |
|
|
2021
Q3 | $126K | Buy |
4,917
+1,673
| +52% | +$42.9K | ﹤0.01% | 1064 |
|
|
2021
Q2 | $81K | Buy |
3,244
+527
| +19% | +$13.2K | ﹤0.01% | 1247 |
|
|
2021
Q1 | $66K | Hold |
2,717
| – | – | ﹤0.01% | 1483 |
|
|
2020
Q4 | $59K | Buy |
2,717
+2,342
| +625% | +$50.9K | ﹤0.01% | 1376 |
|
|
2020
Q3 | $5K | Buy |
+375
| New | +$5K | ﹤0.01% | 2161 |
|